Apps Like ClientLink for iPhone and iPad
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
ClientLink screenshots
Ranked alternatives
Showing 741–760 of 1,000 ranked alternatives.
Param Investments
PARAM INVESTMENTS MF SERVICES LLP
Track portfolio, manage assets, view reports
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
Oak Grove Capital Mobile
Oak Grove Capital, LLC.
View portfolio values and contact your advisor
View portfolio values and asset allocations in real time. Contact your financial advisor directly through the . Receive updates on account performance and transaction history.
finozone
FINOZONE FINANCIAL SERVICES IMF PRIVATE LIMITED
Track investments and manage portfolio assets
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.
Moneydance 2024
The Infinite Kind Limited
Manage finances with detailed reports.
The app provides personal financial management with online banking, investment tracking, and budget tools. It offers a summary screen for an overview of financial status and supports syncing across devices.
Walker Crips
WALKER CRIPS GROUP PLC
Investment portfolio overview and management.
The app provides an account overview with asset and cash balances. It details individual holdings, transaction history, and account-related correspondence.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.